Gersch Wealth Partners - CFP, CRPC, AAMS, RICP

10/07/2024

Q3 saw a Fed-fueled rally, but what's next? Our Quarterly Market Insights for October explores the latest economic indicators and what investors may be talking about in Q4.

Investors welcomed the Fed’s decision regarding short-term interest rates, causing stocks to post solid gains in the third quarter.

10/05/2024

Every year since 1947, the U.S. President pens an economics textbook.

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

10/02/2024

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

09/28/2024

How much more would you have to save for retirement if you owned your home rather than rented? Would it surprise you to learn it might be several times less? Learn more about the relative advantages below.

09/25/2024

Agent Jane Bond wants you to know about how can be to generate .

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

09/21/2024

To make money harder to copy, there have been continual changes to the artwork, paper and ink.

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

09/18/2024

Some simple, inexpensive energy-saving tips that may help you save money.

Here are some simple and inexpensive energy-saving tips that may help you save money.

09/14/2024

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling company stocks in your retirement account, it could prove essential.

Net Unrealized Appreciation and how it affects tax responsibilities.

09/11/2024

Ben Franklin used compound interest to make big contributions to his two favorite cities.

Learn how to harness the power of compound interest for your investments.

09/07/2024

Tax time can be a good time to give your household budget a checkup.

Tax preparation may be the perfect time to give the household budget a check-up.

08/24/2024

All those years of work can add up to a small fortune. What's your strategy for your money?

Estimate how much you have the potential to earn during your working years.

08/21/2024

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.